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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,975 | $60,349-61.9% | $74,184-69.0% | $62,881-63.5% |
| Participation rate | 51.6% | 72.7%-21.1pp | 76.6%-25.0pp | 69.3%-17.7pp |
| Annual return | 6.97% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $106 | $1,680-93.7% | $2,370-95.5% | $2,281-95.4% |
| Participant deferral / active EE | $1,579 | $2,856-44.7% | $3,550-55.5% | $3,203-50.7% |
| Admin fee / account holder | $11 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |